CIO Alert, July 21, 2021

For the world’s largest asset owners

July 21, 2021

Big Tech Is Too Expensive? Don’t Believe It, Says Cooperman

The billionaire investor thinks high P/Es now offer a better deal than in the future, when they’ll rise more.

Report: Fat From Funding, Corporate Pensions May Want to Hibernate

Now is a good time for well-funded DB plans to think about a hibernation portfolio, according to NISA.

SPONSORED BY Nuveen

EQuilibrium: The Nuveen 2021 Global Institutional Investor Study

A comprehensive look into current investor behavior and how it’s impacting people, portfolios and problem-solving.

Global Equities Spur Endowment Index 6.17% Higher in Q2

Its performance just beat the 6.11% gain posted by a 60/40 stock/bond portfolio.

Class of 2021 NextGens: John F. Roberts

He brings analytical rigor and creative problem-solving to his role as associate director of the Penn Office of Investments.

Editorial: CIOeditors@issmediasolutions.com

Industry Intel Roundup—Featured White Paper

Chief Investment Officer is pleased to present the next edition of our Industry Intelligence roundup. This week, we are featuring white papers sponsored by or featuring experts in the industry. The content was created to supply actionable insights to institutional asset owners regarding investing and governance.